+95.5%
AMD vs CASY
+32.1%
+63.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +1.3% |
| 7D | -15.5% | +0.8% | -16.3% | -15.4% |
| 30D | -22.6% | +9.4% | -32.1% | -21.5% |
| 3M | -5.7% | -20.6% | +14.8% | -7.4% |
| 6M | +43.1% | -20.7% | +63.8% | +44.3% |
| YTD | +128.2% | +22.5% | +105.7% | +136.1% |
| 1Y | +95.5% | +29.5% | +66.0% | +115.0% |
| All | +95.5% | +32.1% | +63.3% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling